Truadvice, LLC IVE Holdings History
Number of Shares
10,201.00
Current Holdings Value*
$1.61 Mil
% of Portfolio
0.66%
Total Estimate Gain
$13,996.99
% of Total Estimate Gain
0.07%
Truadvice, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2023-09-30, Truadvice, LLC held 10,201.00 shares of iShares S&P 500 Value ETF(IVE), totaling $1.61 Mil. This investment constitutes 0.66% of their stock portfolio, and Truadvice, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q1. And since then Truadvice, LLC has made 3 purchases of IVE, at an average price of $153.01, for a total of 122,486.00 shares. In addition, there have been 3 sales at an average price of $148.86 for 112,285.00 shares. Based on historical transaction data and IVE's current price of $200.05, Truadvice, LLC's estimated gain on his IVE holdings is $13,996.99, reflecting a 0.07% gain to date.
Truadvice, LLC IVE ($200.05) Holding Chart
Truadvice, LLC IVE ($200.05) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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